DUHP — Dimensional ETF Trust Institutional Holders · Q2 2026

Name: Who Owns DUHP? 591 Institutions Hold $11B (Q2 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DUHP)? 591 institutions reported holding $10.96B in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Mercer Global Advisors Inc ($2.16B), Focus Partners Wealth ($895.7M), Forum Financial Management, LP ($361.8M).

Rank	Institution	Value	Shares	Change
1	MERCER GLOBAL ADVISORS INC /ADV	$2.16B	51.7M	Added
2	Focus Partners Wealth	$895.7M	21.5M	Added
3	Forum Financial Management, LP	$361.8M	8.7M	Added
4	Pure Financial Advisors, LLC	$344.5M	8.3M	Added
5	ENVESTNET ASSET MANAGEMENT INC	$171.3M	4.1M	Added
6	Apella Capital, LLC	$171.1M	4.1M	Added
7	Focus Partners Advisor Solutions, LLC	$160.7M	3.9M	Added
8	Allworth Financial LP	$150.8M	3.6M	Trimmed
9	TCI Wealth Advisors, Inc.	$140.0M	3.4M	Added
10	Foster Group, Inc.	$131.2M	3.1M	Added
11	ASSETMARK, INC	$128.5M	3.1M	Added
12	Petersen Hastings Wealth Advisors Inc.	$125.8M	3.0M	Added
13	BANK OF MONTREAL /CAN/	$119.8M	2.9M	Added
14	Corient Private Wealth LLC	$118.2M	2.8M	Trimmed
15	Alesco Advisors LLC	$111.4M	2.7M	Added
16	PARK AVENUE SECURITIES LLC	$110.5M	2.6M	Added
17	RW Investment Management LLC	$110.4M	2.6M	Added
18	Aprio Wealth Management, LLC	$98.3M	2.4M	Trimmed
19	HB Wealth Management, LLC	$93.0M	2.2M	Added
20	FINANCIAL CONSULATE, INC	$88.0M	2.1M	Added
21	UBS Group AG	$87.7M	2.1M	Trimmed
22	HighTower Advisors, LLC	$87.2M	2.1M	Trimmed
23	Beaird Harris Wealth Management, LLC	$85.4M	2.0M	Trimmed
24	Beacon Pointe Advisors, LLC	$83.0M	2.0M	Added
25	Savant Capital, LLC	$81.5M	1.9M	Added

Source: SEC Form 13F filings · as of 2026-06-30